Filed February 24, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $228,681 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,480 | $110,699+54.0% | $177,821-4.1% | $90,288+88.8% |
| Participation rate | 98.2% | 88.3%+9.9pp | 87.7%+10.5pp | 73.4%+24.9pp |
| Annual return | 6.39% | 22.79%-16.4pp | 48.32%-41.9pp | 53.97%-47.6pp |
| Employer contribution / active EE | $6,472 | $4,118+57.2% | $5,918+9.4% | $2,524+156.4% |
| Participant deferral / active EE | $5,542 | $6,731-17.7% | $7,714-28.2% | $4,232+30.9% |
| Admin fee / account holder | $41 | $90-54.5% | $12,427-99.7% | $114-64.1% |